Converting Opportunities into financial and other records

Open the Opportunities card and select Actions → Convert. Options may be available to convert into Proforma Invoice, Invoice, a contract, Order for a vendor, a project, or an object. The visible options depend on the plan, active modules, and the permissions setup.

Before converting

Check the customer, Contact, currency, addresses, Items lines, quantities, prices, VAT, and discounts. Any Opportunities errors will carry over to the document being prepared.

Proforma Invoice or Invoice

1. Select the appropriate conversion action.
2. In the form that opens, check the recipient, dates, numbering, currency, payment terms, and addresses.
3. Verify all transferred lines and the final amount.
4. Only then save the financial document.

After successful conversion, the link between the document and Opportunities remains. The transferred details and lines become data for the new document; subsequent changes to Opportunity do not automatically update the already saved document. An administrator rule may simultaneously change the stage of Opportunities.

Other records

When converting to a contract, Order supplier, project, or object, the form for that module is displayed. Fill in any missing mandatory fields and verify the data that has been transferred. Selecting the menu option does not create the record immediately; the final result is generated only after saving the form. If you close the form without saving and are unsure whether the record was created, check the Opportunities history and the target module's list.

If the conversion action is unavailable, the reason is usually a disabled target module, a plan restriction, or a lack of permissions to create records in that module.

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